Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1. Add Static & Dynamic Recipients
1.3. Set Conditions for the Recipient
1.7. Add & Use Recipient Group
Mode 2 & 3: Generate & Send PDF/document only
2.1. How to generate a PDF/document
2.2. Common file template errors
2.3. Send PDF/documents to recipients
2.4. Send PDF/documents to respondents
3.1. Combine Modes – Setup File Template
3.2. Combine Modes – Add recipients
Email Settings & Features:
4.1. Change Final Email Settings to Save Quota
4.3. Show or Hide the Sheets Report in the Final Email
4.4. Show File Attachment With Recipients
4.6. Customize Email Templates
4.8. Set Conditions for Custom Email Template
4.9. Add CC and BCC Email Addresses
Team Plan:
5.2. Share Edit Permission With Team Member
Additional Features:
6.1. Set Reminders for Approval Emails
6.2. Resend All Pending Requests
6.3. Dashboard or Form Management Page
6.5. Approval Link Authentication
6.6. Transfer All Forms to Another User
6.7. Transfer Paid Plan to Another User
6.8. Avoid Automatic Approval/Rejection
6.9. Signature on Generated PDF/Google Docs in Combined Mode
6.10. Approval Status Tracking Link for Respondent
6.11. Cancel a Request via Email
6.13. Change Approval Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
6.17. Bulk Actions: Approve, Reject, and Cancel
When an employee leaves your company, the IT department will deactivate their email address within a time frame. All their data must be migrated to a new account during this time.
Understanding this concern, we’re happy to introduce the most wanted feature: Transfer Forms Data. It allows you to transfer the form ownership and configurations from one user to another. No need to create a new form; this feature saves you time and effort.
Let’s take a look at how to Transfer Forms Data.
Step 1: Click on the Transfer Forms Data button on the “Manage Forms” page.
Step 2: Enter the email address of the new user. Then click on Transfer All Forms Data.
Step 3: Confirm the transfer by clicking on Yes, transfer now.
Step 4: Go to your current email inbox to find the verification code. Then enter it in the popup, and click on Verify Now.
Step 5: The data has been transferred successfully. Step 6: Go to the add-on configuration page to re-save it. Now it’s done.